MCP Server

Your money data, in your AI tools

Get Started

One line. That's it.

npx @warmio/mcp

Requires Node.js and an API key from Settings → API Keys

Works with

What you need

  • Pro plan — API access is Pro only
  • Node.js 18+ — For the installer
  • API key — Make one in Settings
  • Any MCP client — Claude Code, Cursor, Windsurf, etc.

What you can do

  • mcp__warm__get_accounts See all your accounts
  • mcp__warm__get_transactions Pull transactions with pagination
  • mcp__warm__get_financial_state Read snapshots, budgets, goals, subscriptions, and health
  • mcp__warm__verify_key Check your API key

Or just talk

Ask in plain words:

  • "How much did I spend on food this month?"
  • "What's my net worth?"
  • "Show my biggest expenses last week"

Example

You: How much did I spend on restaurants last month?

Claude: You spent $847.32 on restaurants last month across 23 transactions.
That's up 18% from the previous month. Your most frequent spot was
Blue Bottle Coffee with 8 visits totaling $62.40.

Safe by design

  • Read-only — Can look, can't touch
  • Just your stuff — Keys only see your data
  • Kill it anytime — Delete keys in one click

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